教學大綱 Syllabus

科目名稱：財務軟體應用

Course Name: Computer Software Application in Finance
  • 學年學期：114-1 Fall Semester, 2025
  • 科目代碼：307864001 Course No.307864001

修別：選

Type of Credit: Elective

3.0

學分數

Credit(s)

50

預收人數

Number of Students

課程資料Course Details
  • 開課單位：財管三 Course Department:Finance/B/3
  • 授課老師：陳虹伶 Instructor: CHEN HUNG-LING
  • 先修科目：[ 財務管理(單學期)(修習且及格)]Prerequisite([])
  • 上課時間：三234 Session: wed09-12

課程簡介Course Description

Computer Software Application in Finance is a course emphasizing learning by doing. This course will teach you how to use Excel to discover, analyze, and solve financial problems. We will provide instructions on how to build financial models in Excel. This course will intensively use Excel functions and tools (such as Data Table, Goal Seeker, Solver, etc.).【加簽原則請見教學大綱第4頁】

核心能力分析圖 Core Competence Analysis Chart

能力項目說明

    課程目標與學習成效Course Objectives & Learning Outcomes

    1. We will learn to develop value-added skills in spreadsheet modeling of financial applications.

    2. To learn how to deal with data and build financial models through EXCEL.

    每周課程進度與作業要求 Course Schedule & Requirements

    週次

    課程主題

    課程內容與指定閱讀

    教學活動與作業

    1

    Chapter 1

    9/3

    The time value of money

    PV, FV, Mortgages

    2

    Chapter 2

    9/10

    Financial ratio analysis

    trend, IF

    3

    Chapter 3

    9/17

    Capital budgeting

    IRR, MIRR, PI

    4

    Chapter 3

    9/24

    Capital budgeting

    Sensitivity analysis, Scenario analysis, Simulation

    5

    Chapter 4

    10/1

    Risk and return, statistical analysis

    Risk and return, statistical analysis

    6

    Chapter 5

    10/8

    Matrix operation, linear programming

    Matrix operation, linear programming

    7

    Chapter 5

    10/15

    Pivot table

    Pivot table

    8

    Exam1
    10/22

    Exam1

    Mid Exam1

    9

    Chapter 6

    10/29

    		 
    Asset portfolio analysis

    project proposal

    covariance, mmult, count, average, var, Active X

    10

    		 
    Web crawler

    11/5

    Basic crawler concept, json transcode

    Using web crawler to import financial statements

    11

    		 
    Web crawler

    11/12

    Basic crawler concept, json transcode

    Using web crawler to import financial statements

    12

    Chapter 7

    11/19

    Optimal capital structure

    Active X, WACC

    13

    Chapter 12

    11/26

    Financial game

    Macro, Active X

    14

    Exam2

    12/3

    Exam2

    Mid Exam2

    15

    Final Report

    12/10

    Final Report

    Final Report

    16

    Final Report

    12/17

    Final Report

    Final Report

    授課方式Teaching Approach

    60%

    講述 Lecture

    10%

    討論 Discussion

    10%

    小組活動 Group activity

    20%

    數位學習 E-learning

    0%

    其他： Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    Grading:

    Class participation                                                           5%

    Attendance                                                                    10%

    Homework                                                                    10%

    Examination1                                                                20%

    Examination2                                                                20%

    Final Report                                                                   35%

    Homework:

    • We will have homework every one or two weeks.
    • The due date is one week after the assignment is assigned, and no delay is accepted.
    • Do not copy files from your classmates.

    Requirements:

    • Come to the class on time.
    • Please do not read emails during the course.

    指定/參考書目Textbook & References

    • Required: 姜堯民，財務軟體應用，第五版，新陸書局。
      【上課務必帶課本，期中考會檢查，未帶課本扣學期5分】
    • Lecture notes are available on the course website.

    已申請之圖書館指定參考書目 圖書館指定參考書查詢 |相關處理要點

    維護智慧財產權，務必使用正版書籍。 Respect Copyright.

    本課程可否使用生成式AI工具Course Policies on the Use of Generative AI Tools

    有條件開放使用:考試時禁止使用，專案開發時可以使用，報告時必須能回答提問 Conditional Permitted to Use

    課程相關連結Course Related Links

    ※為了公平，請勿私下寫email要求加簽
【開學第一週現場加簽，登記時必須通過財務管理修課，加簽時會檢查】
順序1：財管系的學生(至多25名，超出者為順序6)
順序2：非財管系，但雙主修、輔修財管系的學生(請檢附證明)
順序3：非財管系，大四(延畢)且為金融科技學程學生
順序4：非財管系，非大四(延畢)但為金融科技學程學生
順序5：非財管系，大四(延畢)學生
順序6：其他
註1：以上順序以9/3(三)上午9:10前登記的名單進行排序，之後不能再登記加簽。
註2：選課與加簽名額總計為56位，另外至多可加簽自帶筆電者4位，超過名額者以抽簽順序決定。
註3：上課與考試以商院電腦為主，Excel部分功能在Mac無法使用，上課與考試時有問題需自行負責。

    課程附件Course Attachments

    課程進行中，使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

    需經教師同意始得使用 Approval

    列印